Description: Wealth management can be complicated, but it doesn't have to be! This book aims to give you the tools and education to think properly about your money, to identify who should be on your financial team, and to offer insights into what each of them should deliver.
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You don’t have to be wealthy to start managing wealth;
you can start growing it now from right where you stand.
About the Book . HIGHLIGHTS THE BEST PLANS ARE MADE IN ADVANCE Many people don’t understand the roles and responsibilities of financial advisors or financial planners and therefore fail to take advantage of opportunities to grow their wealth now, rather than in the future. Based on the author’s twenty-five years of experience in investment management and private and public accounting, this book makes financial planning simple. SIX FINANCIAL PLANNING TIPS SPECIFICALLY FOR WOMEN Women face unique challenges